Solaris Energy Infrastructure (NYSE:SEI) Sets New 12-Month High - Here's Why

Solaris Energy Infrastructure, Inc. (NYSE:SEI - Get Free Report) shares reached a new 52-week high on Wednesday . The stock traded as high as $81.24 and last traded at $74.11, with a volume of 4880859 shares. The stock had previously closed at $70.63.

Solaris Energy Infrastructure News Summary

Here are the key news stories impacting Solaris Energy Infrastructure this week:

• Positive Sentiment: Q1 results, updated guidance and a new long-term contract announced — Solaris reported Adj. pro forma EPS of $0.44 and revenue of $196.2M, and said it signed a third long-term contract with a global technology company; management also updated earnings guidance. Solaris Energy Infrastructure Announces First Quarter 2026 Results, Updated Earnings Guidance, Signing Of Third Long-term Contract With Global Technology Company
• Positive Sentiment: Analysts and news outlets highlight the beat — multiple write-ups note EPS of $0.44 vs. consensus $0.26 and improved year‑over‑year performance, reinforcing that the quarter materially exceeded expectations. Solaris Energy Infrastructure, Inc. (SEI) Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Unusual call buying — traders purchased ~4,321 call options (≈22% above average), signaling short-term bullish sentiment among options traders and possibly contributing to intraday buying pressure.
• Neutral Sentiment: Management commentary and detail available — the Q1 earnings call transcript and the slide deck provide more color on growth drivers, contract economics and updated guidance; investors should review these for margin and contract duration details. Solaris Energy Infrastructure, Inc. (SEI) Q1 2026 Earnings Call Transcript Solaris Energy Infrastructure, Inc. 2026 Q1 - Results - Earnings Call Presentation

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on SEI. Northland Securities set a $70.00 price objective on shares of Solaris Energy Infrastructure in a research report on Monday, January 5th. Wall Street Zen cut shares of Solaris Energy Infrastructure from a "hold" rating to a "sell" rating in a research report on Saturday, March 7th. Barclays upped their price objective on shares of Solaris Energy Infrastructure from $63.00 to $74.00 and gave the stock an "overweight" rating in a research report on Tuesday, March 17th. Raymond James Financial reaffirmed an "outperform" rating on shares of Solaris Energy Infrastructure in a research report on Tuesday, January 27th. Finally, Morgan Stanley reaffirmed an "overweight" rating and set a $81.00 price objective on shares of Solaris Energy Infrastructure in a research report on Monday. Eight analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Solaris Energy Infrastructure has a consensus rating of "Moderate Buy" and a consensus target price of $61.18.

Solaris Energy Infrastructure Price Performance

The company has a 50 day moving average price of $58.36 and a 200-day moving average price of $53.20. The company has a market cap of $5.07 billion, a price-to-earnings ratio of 83.27 and a beta of 1.05. The company has a quick ratio of 2.87, a current ratio of 2.96 and a debt-to-equity ratio of 1.37.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last announced its earnings results on Monday, April 27th. The company reported $0.44 EPS for the quarter, beating the consensus estimate of $0.26 by $0.18. Solaris Energy Infrastructure had a return on equity of 14.48% and a net margin of 6.69%.The business had revenue of $196.24 million for the quarter. As a group, equities research analysts predict that Solaris Energy Infrastructure, Inc. will post 1.37 EPS for the current fiscal year.

Institutional Trading of Solaris Energy Infrastructure

Several institutional investors have recently added to or reduced their stakes in the stock. Farmers Trust Co. boosted its holdings in Solaris Energy Infrastructure by 3.2% in the fourth quarter. Farmers Trust Co. now owns 6,450 shares of the company's stock valued at $297,000 after acquiring an additional 200 shares during the last quarter. Creative Financial Designs Inc. ADV boosted its holdings in Solaris Energy Infrastructure by 5.5% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 3,920 shares of the company's stock valued at $180,000 after acquiring an additional 205 shares during the last quarter. Assetmark Inc. boosted its holdings in Solaris Energy Infrastructure by 29.1% in the third quarter. Assetmark Inc. now owns 1,130 shares of the company's stock valued at $45,000 after acquiring an additional 255 shares during the last quarter. Oppenheimer Asset Management Inc. boosted its holdings in Solaris Energy Infrastructure by 2.8% in the third quarter. Oppenheimer Asset Management Inc. now owns 10,917 shares of the company's stock valued at $436,000 after acquiring an additional 295 shares during the last quarter. Finally, Legal & General Group Plc boosted its holdings in Solaris Energy Infrastructure by 1.1% in the third quarter. Legal & General Group Plc now owns 36,698 shares of the company's stock valued at $1,467,000 after acquiring an additional 391 shares during the last quarter. 67.44% of the stock is currently owned by institutional investors.

Solaris Energy Infrastructure Company Profile

Solaris Energy Infrastructure Fund Inc NYSE: SEI is a closed-end management investment company that seeks to provide total return through a combination of current income and capital appreciation. The fund pursues its objective by investing primarily in equity securities of energy infrastructure companies, including master limited partnerships (MLPs) and other midstream entities. SEI is externally managed by Solaris Asset Management LP, a firm specializing in energy infrastructure investments.

The fund’s portfolio targets businesses involved in the gathering, processing, transportation, storage and terminalling of oil, natural gas and refined products.

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